Truck inventory transactions and inventory anchors
Key Takeaway
Each truck inventory is one product plus one anchor (a tour, a vehicle, or a user). Released product checkout documents and return orders add positive Addition transactions. Released van sales orders add negative Withdrawal transactions. Addition and Withdrawal transactions stay non-accounted until the Inventory Reconciliation Batch reconciles them.
In Direct Store Delivery, a tour driver loads a truck at the warehouse. The driver then sells and delivers products to stores straight from that truck. Agentforce Consumer Goods tracks what is on the truck with inventory records and inventory transactions. Transactions add to an inventory or subtract from it as the driver checks out stock and releases van sales orders. The reconciled total shows how much of each product is still available in the truck.
Inventories and anchors
An inventory is identified by the combination of a product and an anchor. The anchor can be a tour, a vehicle, or a user. Think of the anchor as the bucket the stock belongs to. The same product under a different tour, vehicle, or user lands in a different inventory.
An inventory holds a list of inventory transactions. If the product-anchor combination has no inventory yet, the system creates the inventory and the transaction together. If an inventory for that combination already exists, no new inventory is created. The new transactions are added to the existing inventory instead.
Your Order Template uses Tour as the anchor. A product checkout document for driver Lena's tour T-201 is released with cola on it. A product checkout document for driver Omar's tour T-202 is released with the same cola. The tours differ, so the system creates two inventories: cola with T-201 and cola with T-202. Later, a second product checkout document for T-201 is released with more cola. An inventory for cola with T-201 already exists, so no new inventory is created. The new transaction is added to the existing T-201 inventory.